Substack · Let's Analyze · Robert Ross
The AI Boom’s Weakest Link
AI demand is not slowing but financing is a problem...
US · 94 entries · 72 publications
META
Meta
- Entries
- 94
- Bullish
- 12
- Bearish
- 1
- First
- Apr 23, 2025
- Latest
- Oct 27, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on META at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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1Timeline
Newest to oldest- October 2026 43 entries
Substack · Global Data Center Hub
Meta's Capex Outran Its Cash: Then It Sold $37.5B in Stock
Meta grew revenue 26% to $64.6B as free cash flow fell to negative $2.1B and buybacks stayed at zero. How forward sales and a planned $60B Class C program changed the way Meta funds AI.
Substack · Tao of Trading · Simon Ree
What do we care about today?
Anthropic filed its S-1 and semis had their best day in 5 weeks, but the lift stopped at META and GOOGL. Brazil had its worst day in years and oil eased. And Musk’s SpaceX turns out to be a neocloud.
Substack · G2AI
The Funding Narrative Ate the Tape
META's USD 64.6B print, SpaceX's USD 33–37B Q1 guide, Lam's 2027 WFE call, a China sentiment floor and a five-year low in hedge-fund Net all traded on one question: who pays for the next gigawatt.
YouTube · Dany Perez Trader
META: ¿LA DEUDA PUEDE HUNDIR SU ACCIÓN? | Si eres Accionista ¡PREPÁRATE!
YouTube · Parkev Tatevosian, CFA
Meta Stock Analysis: Buy or Sell? (My Final Verdict)
Substack · Espabila e Invierte
¿Qué ha ocurrido con $META?
Una lectura rápida de 8 minutos para entender qué está pasando y cómo te puede afectar al inversor.
Since publication −0.8% α −0.8 pp vs S&P 500 · USD
Substack · Espacio: Negocios, finanzas, cripto e IA cada día · espacio.media
💰 Meta busca $95,000 millones para apostar todo a la IA
La empresa de Zuckerberg quiere levantar capital histórico para infraestructura de inteligencia artificial.
Since publication −0.8% α −0.8 pp vs S&P 500 · USD
Institutional · eToro
Big profits. Bigger spending questions.
Analyst Weekly, October 26, 2026 This earnings season, beating expectations may only get companies halfway there. Investors also want to know how much cash those profits leave behind. AI’s bill is arriving Alphabet…
Since publication META −0.8% α −0.8 pp vs S&P 500 · USD
YouTube · Parkev Tatevosian, CFA
The 2nd Best Stock to Buy Right Now | NVDA Stock vs. Meta Stock
YouTube · Two Stupid Guys Trade Stocks
META Stock TANKS! Is META Stock A BUY OR SELL?
Substack · Hump 🐪 Days
💸🤖 Meta’s AI Spending To Hit $825B
Happy Sunday,
Since publication −0.8% α −0.8 pp vs S&P 500 · USD
Substack · Stock Talk Newsletter · Ben Brostoff
Ari Emanuel, Ackman, cybersec, META, MGM
Some research nuggets from the past few weeks
Since publication −0.8% α −0.8 pp vs S&P 500 · USD
Substack · The Capitalist
Meta free cash flow turns negative for first time on $35B AI spend
Nasdaq posts worst session in four months on AI spending fears
Since publication −2.6% α −3.3 pp vs S&P 500 · USD
Substack · Staring Down The Barrel · Staring Down the Barrel
2026, the year Big Tech's free cash all but vanished
In their latest quarters, four of the five biggest spenders burned cash. Meta just built a share class to raise more.
Since publication −2.6% α −3.3 pp vs S&P 500 · USD
Substack · Investing with Data.
14 Charts: AI Credit Risk, SpaceX's Real Business, and Big Earnings.
What credit default swaps say about the AI buildout, why SpaceX is now an AI compute company, and earnings from Meta, Tesla, and Blackstone.
Since publication META +2.6% α +3.3 pp vs S&P 500 · USD
Substack · Belanger Trading Squawk · Josh Belanger
I'm Not Buying Meta Until After the Midterms
Meta showed off one of the biggest AI launches of the year Wednesday night.
Since publication −2.6% α −3.3 pp vs S&P 500 · USD
Substack · The Synthesis
The Staple
Meta is creating a share with no vote so it can raise the hundreds of billions its AI build needs without diluting Mark Zuckerberg's 60 percent of the vote. Its filing records the special committee's banker saying Meta…
Since publication −2.6% α −3.3 pp vs S&P 500 · USD
Substack · Inversión en 5 minutos diarios
Meta, Tesla y SpaceX: tres resultados que explican hacia dónde va el mercado
La semana ha estado marcada por los resultados de tres de las compañías más seguidas del mundo. Inteligencia artificial, vehículos autónomos, robótica, exploración espacial y centros de datos.
Since publication META −2.6% α −3.3 pp vs S&P 500 · USD
Substack · Invertir Con Sentido Común
Meta Q3 2026
Meta sigue creciendo a doble dígito mientras construye su futuro alrededor de la inteligencia artificial agéntica
Since publication −2.6% α −3.3 pp vs S&P 500 · USD
Substack · Club de inversión: Entre Acciones🪐✨ · Club: Entre Acciones🪐✨
Resultados Q3 2026 – Meta $META
Un espacio pensado para quienes ya invierten en acciones y quieren profundizar, compartir ideas y rodearse de gente que habla el mismo idioma.
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · RiskReversal Recap · Guy Adami, Dan Nathan, CC Lagator
META Earnings Renew AI Spend Worries. Tech Hammered, Yields Too.
Oil +2.2%, US10YY -18bps to 4.97%, NDX -2.9%, SPX -1.2%
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · The Change Constant · Saanya Ojha
Meta’s Very Expensive Muse
The agent thesis behind Meta’s $140B AI buildout
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · Benzinga | Ring The Bell · Benzinga
AI’s Next Big Trade + Pelosi’s 176% Winner Reports Today
Plus, this stock has 270% upside, Ken Griffin's warning, Meta and Tesla earnings, top stories, and more
Since publication META −3.5% α −3.7 pp vs S&P 500 · USD
Substack · White Fang
Meta's $145 Billion AI Bet: The Race to Monetise Artificial Intelligence Is Getting More Expensive
Meta's $145 billion AI spending outlook raises a critical question for investors: can the revenue catch up with the cost of building the future?
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
🚨 META CAE EN PICADO, SPACEX COMO UN COHETE Y TESLA DEFRAUDA ¿OPORTUNIDAD?
Esta semana ha sido de las intensas: Meta, SpaceX y Tesla han presentado resultados, y me he pasado un buen rato preparando un análisis completo para que no tengas que leerte tres presentaciones.
Since publication META −3.5% α −3.7 pp vs S&P 500 · USD
Substack · Ray Caldwell
Why did stocks fall after two earnings beats?
Meta and Tesla topped estimates, and S&P 500 futures still slid about 1%.
Since publication META −3.5% α −3.7 pp vs S&P 500 · USD
Substack · LoRosha's Investment Desk · LoRosha
KOSPI falls 3.52%: Meta’s First FCF Deficit Since IPO, Tesla Capex Cut, Lam Research Parts Shortage
Meta's first FCF deficit since IPO raised AI profitability concerns, Tesla's capex cut signaled investment slowdown, and Lam Research's parts shortage capped revenue upside.
Since publication META −3.5% α −3.7 pp vs S&P 500 · USD
Substack · SixSigmaResearch · SixSigmaCapital
Meta Earnings Update: Q3 2026
Key Earnings Takeaways & Impact on Our Holding
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · Espabila e Invierte
Resultados de Meta Platforms $META Q3-2026
Ingresos por encima del techo, Muse despega y el free cash flow entra en negativo.
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · Speedwell Memos · Speedwell Research
Meta: 3Q26 Business Update
Not Just an Ads Business?
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · Elliot’s Musings · Elliot
I Called Meta the Better Buy at $532 but at $712 I’m moving to the sidelines
Revenue grew 26% and operating profit, excluding the legal charge, 11%. The stock is now fairly priced
Since publication −3.5% α −3.7 pp vs S&P 500 · USD
Substack · Growth Curve Investing · Austin Lieberman
META Q3 FY26 Earnings Review
The core business is fine. The question is what everything else is costing.
Since publication −10.3% α −9.2 pp vs S&P 500 · USD
Substack · Strategitz · Paulo Gitz, CFA
Global Markets Close — October 21, 2026
SpaceX surges 7.8%, Netflix drops 5.3%; Meta and Tesla rise after the bell
Since publication META −10.3% α −9.2 pp vs S&P 500 · USD
Substack · RiskReversal Recap · Dan Nathan, Guy Adami, CC Lagator
Tech Leads SPX 1% from Highs, Nasdaq 5%. Tesla, Meta Report
SpaceX the catalyst today, META and Tesla both slightly higher after hours.
Since publication META −10.3% α −9.2 pp vs S&P 500 · USD
Substack · Benzinga | Ring The Bell · Benzinga
Burry's Dot-Com Warning + SpaceX, Tesla And Meta Earnings
Plus, OpenAI's latest acquisition, earnings winners and losers, top stories, and more
Since publication META −10.3% α −9.2 pp vs S&P 500 · USD
Substack · Un Café Con TotalTrader ☕️🚀 · José Rivas Vizcarra
🔥 París arde, Putin sonríe y Netflix despide antes de enseñar números
Netflix, SpaceX, Meta y Tesla salen a escena; Francia y el crudo ponen el drama 🎬
Since publication META −9.9% α −9.4 pp vs S&P 500 · USD
Substack · Gaetano
Amazon’s Growth Expectations Are Moving Higher
What I’m taking from the latest Amazon, Meta and Nokia updates
Since publication META −9.9% α −9.4 pp vs S&P 500 · USD
Substack · RiskReversal Recap · Guy Adami, Dan Nathan, CC Lagator
The Week Ahead: Earnings From Meta, Tesla, SpaceX and More Amid Spike in Volatility
META, TSLA, SPCX, HON, TXN, AXP, LCRX headline a packed earnings calendar.
Since publication META −11.3% α −11.1 pp vs S&P 500 · USD
Substack · Long-Term Mindset · Brian Feroldi
Is Meta a Buy at $744?
Our 8-step framework to figure that all out.
Since publication −11.3% α −11.1 pp vs S&P 500 · USD
Substack · Compounding Your Wealth · Sergey
$META: Muse Hits 5 Million Downloads in 22 Days, but Rising CapEx Pressures FCF
Deep Dive into $META: Valuation, Segment Growth, Key Metrics, Profitability, Expenses, Product Launches, Customer Retention, Financial Stability, SBC/Revenue, and Shareholder Dilution.
Since publication −17.9% α −16.3 pp vs S&P 500 · USD
Substack · MultiVersial
Meta 2T26. La cuadratura del círculo
¿Modifica su inversión en función de su estrategia? ¿O modifica su estrategia en función de su inversión?
Since publication −15.8% α −14.1 pp vs S&P 500 · USD
Substack · Quality Value Newsletter · Quality Value
Tesis: ¿Meta mata a Booking?
Hemos probado Muse, su agente de IA, para reservar un hotel: riesgos reales y qué cambia en nuestra tesis
Since publication META −15.6% α −14.4 pp vs S&P 500 · USD
YouTube · Joseph Carlson After Hours
Google And Meta Will Beat OpenAI And Anthropic
- September 2026 9 entries
Substack · +FlowkCash
#55: GUERRA de TOKENS, las ACCIONES PERDIDAS de HERMÈS, y el agente MUSE de META
Bienvenid@ a +FlowKCash, un podcast de inversión en el que pretendemos hacer algo que no se ha hecho nunca…hablar de inversión de una manera accesible, amena y con conocimiento de causa.
Since publication META −15.3% α −15.4 pp vs S&P 500 · USD
Substack · Maven Tracker
Fin de las Pantallas: la nueva Meta
Empresa de la Semana
Since publication −15.3% α −15.4 pp vs S&P 500 · USD
Substack · Quality Stocks | GARP Investment Research
Stock of the Week: Meta - Is Muse Changing the Investment Thesis?
Muse may be the first visible payoff from Meta’s massive AI spending, but after the recent rally, valuation and cash flow remain the key questions
Since publication −12.5% α −12.5 pp vs S&P 500 · USD
Substack · Lorenzo2cents · Lorenzo Bastianelli
ODDITY Going Physical: Own Stores Beat Meta Dependency
$ODD Q2 2026 ER Update
Since publication META −12.5% α −12.5 pp vs S&P 500 · USD
Substack · Investing with Data.
14 Charts: Meta vs ChatGPT, A Healthy Consumer, and Rate Hikes.
Meta Muse hits #1, retail sales cleared the bar, and history says rising rates plus a working economy is a fine setup.
Since publication −15.6% α −14.4 pp vs S&P 500 · USD
YouTube · Tyler Hill Stocks
Amazon, Microsoft, Google, & Meta Stock - Full Price Analysis & Predictions
Substack · Stock Talk Newsletter · Ben Brostoff
Corero preview, META Muse
And using GitHub to have Muse, Claude and Codex exchange stock ideas
Since publication −6.0% α −6.7 pp vs S&P 500 · USD
Substack · Lorenzo Bolsa · Lorenzo Couget
Meta sube 6%: ¿todavía estamos a tiempo?
Publicidad creciendo 27%, Muse, WhatsApp, Meta Compute y una valuación cercana a 19 veces ganancias: analizamos la empresa y qué riesgos todavía importan.
Since publication −4.3% α −4.8 pp vs S&P 500 · USD
Substack · Lorenzo Bolsa · Lorenzo Couget
Vistra: la apuesta detrás del próximo cuello de botella de la IA
Con 44 GW de capacidad, contratos con AWS y Meta y exposición directa a los data centers, Vistra aparece bien posicionada frente a la escasez energética.
Since publication META +5.6% α +5.4 pp vs S&P 500 · USD
- August 2026 7 entries
Substack · BD Investing · BD Investing, Pawan | Learn Invest Grow
NBIS: What Meta and Microsoft See That Michael Burry Is Missing
684% revenue growth. $46B contracted backlog. 45% EBITDA margins. Nasdaq-100 inclusion effective June 22. ARR target of $7–9B by December 2026.
Since publication META +9.6% α +10.3 pp vs S&P 500 · USD
Substack · Espabila e Invierte
¿META PLATFORMS ES UNA GANGA? VALORACIÓN + OPINIÓN PERSONAL
Paciencia, convicción y sentido común. | Análisis de inversión dedicado a la búsqueda de empresas de calidad para el inversor paciente. | Seguimiento de cartera real.
Since publication +12.0% α +11.6 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Silent-Complaint4020
Reddit Doesn’t Need to Become the Next Meta to Win — But I Think It Will
Reddit went public on 21 March 2024. I was sceptical about them. But time and time again, they have proven themselves with solid financial performance: Quarter Revenue YoY Growth Net Income Net Margin Adj. EBITDA EBITDA…
Since publication META +10.0% α +10.9 pp vs S&P 500 · USD
YouTube · De la Renta del Trabajo
Análisis de Meta. Parte I.
Substack · Moats & Margins
This is why i am buying Meta stock
Meta has a very strong business model, billions of users, and various possible new growth engines. At the same time it is a question how much value the current investments will ultimately deliver
Since publication +6.3% α +6.9 pp vs S&P 500 · USD
Substack · Shilpa Reddy
Meta Q2’26: FCF Under Pressure
Meta Q2 2026 Earnings
Since publication +6.0% α +5.0 pp vs S&P 500 · USD
Substack · Stock Thoughts · Stock Thoughts
META 2Q26 Earnings Update
See my writeup from last July where I laid the groundwork on this thesis.
Since publication +6.0% α +5.0 pp vs S&P 500 · USD
- July 2026 8 entries
Substack · Speedwell Memos · Speedwell Research
Meta: 2Q26 Business Update
The 5 Call Options
Since publication +12.4% α +9.9 pp vs S&P 500 · USD
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
💥 META SE DESPLOMA TRAS RESULTADOS, MICROSOFT ACELERA EL CRECIMIENTO Y VUELA, VISA
Seguimos en plena vorágine de presentación de resultados en Wall Street y esta semana nos ha dejado una lección magistral: el mercado es impulsivo a corto plazo, pero los números reales mandan a largo plazo.
Since publication META +16.1% α +12.9 pp vs S&P 500 · USD
Substack · Hundal Earnings
Meta & The Economics of Attention Monetization
Meta captures value by becoming the intelligence layer behind digital advertising, while AI-native interfaces challenge the future of centralized attention allocation.
Since publication +5.4% α +1.8 pp vs S&P 500 · USD
Substack · Big Game
CORTITA Y AL PIE (CYAP): ANÁLISIS DE META ($META)
El imperio de Zuckerberg se convierte en el búnker de la IA.
Since publication +3.3% α −0.4 pp vs S&P 500 · USD
Substack · Darius Dark Investing · Darius
Stop Buying Meta
CapEx guidance is $125-$145 billion. The stock has gone nowhere since March. Management's answer is to become a neocloud.
Since publication −6.5% α −7.8 pp vs S&P 500 · USD
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
Microsoft y Meta han caído un 30%: ¿Están BARATAS las Big Tech?
Si has mirado las cotizaciones últimamente, habrás visto que gigantes como Meta o Microsoft acumulan caídas cercanas al 30% desde sus máximos.
Since publication META +3.8% α +1.2 pp vs S&P 500 · USD
Substack · Pleroma Capital
Depreciation Ratios Climb 122bp. Meta Starts Renting Out the Compute It Stockpiled.
CFO Insights | Big Tech’s cash flows are now being chased down by their own capital expenditures. Renting out computing power may be the first escape valve they’ve found.
Since publication +3.8% α +1.2 pp vs S&P 500 · USD
Substack · AXInvestX · AXInvestX - Finanzas Inversión
Meta ha caído un 23% desde máximos. Y sigo comprando acciones.
Es mi segunda posición más grande, de momento.
Since publication +1.7% α −0.6 pp vs S&P 500 · USD
- June 2026 4 entries
Substack · Hated Moats · Hated Moats Investors
Why I Bought a Deep-in-the-Money META Call Instead of Shares
How a $350 Call Replaced a $55,000 META Share Purchase
Since publication +11.2% α +8.1 pp vs S&P 500 · USD
Substack · Invertir Con Sentido Común
Oportunidad #7: Meta
Invirtiendo hoy pensando en la próxima década
Since publication +11.0% α +8.3 pp vs S&P 500 · USD
Substack · FT Alphaville
Torque is cheap
Also: activism, passivism, private credit, philanthropy, supercars, Meta biscuits, and who's going to win the World Cup
Since publication +5.5% α +1.6 pp vs S&P 500 · USD
Substack · Value Investing Substack · @ValueInvesting
Thinking of your portfolio returns as conglomerate ROIC
Plus some thoughts about Meta & Alphabet from an ROA perspective
Since publication META +4.7% α +3.8 pp vs S&P 500 · USD
- May 2026 3 entries
YouTube · Diario De Una Inversion
⛔️ The DEFINITIVE Analysis of META: Opportunity or Trap? DO NOT INVEST in $META [without watching...
Substack · Fundamentally Sound · Manu Invests
The Fundamentals: Reviewing My Meta Post Through the Lens of a New Investor
After my recent post on Meta, I received a number of great questions from the Discord.
Since publication +3.8% α +0.1 pp vs S&P 500 · USD
Substack · Shilpa Reddy · Shilpa Reddy, Beyond The Hype
META Q1‘26: Spend First, Monetize Later
Meta Q1 2026 Earnings
Since publication +2.8% α −3.4 pp vs S&P 500 · USD
- April 2026 2 entries
Substack · Speedwell Memos · Speedwell Research
Meta: 1Q26 Business Update
The Big Personalzied AI Bet
Since publication +2.3% α −4.2 pp vs S&P 500 · USD
Substack · AXInvestX · AXInvestX - Finanzas Inversión
Por qué compré más Meta a 550 dólares
Esta semana decidí comprar más acciones de Meta.
Since publication −5.5% α −15.7 pp vs S&P 500 · USD
- March 2026 1 entry
Institutional · eToro
Meta Looks for Support Near Q4 Lows
The Daily Breakdown takes a closer look at market-movers like Tesla and Palantir, as well as gold’s nine-day losing streak. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To…
Since publication META +5.6% α −11.5 pp vs S&P 500 · USD
- February 2026 1 entry
Substack · GKC Research
Meta & Alphabet: Análisis de resultados Q4 y FY2025
Newsletter nº130
Since publication META −7.6% α −17.8 pp vs S&P 500 · USD
- January 2026 1 entry
Substack · Inversor Cachondo
¿Es Adobe la nueva Meta o la próxima Kodak?
Te explico que es una trampa de valor, para que sepas reconocerla y puedas aplicar los criterios a tus análisis.
Since publication META +6.9% α +17.4 pp vs S&P 500 · USD
- December 2025 2 entries
Substack · I/O Fund · Beth Kindig
The AI Revenue Leader Nobody Is Talking About— Second Only to Nvidia Stock
Meta’s stock sits at the center of the AI spending debate, as Big Tech continues to shock markets with outsized AI-driven capital expenditures. What is being overlooked is that Meta’s stock is already reporting a…
Since publication META −5.9% α −17.0 pp vs S&P 500 · USD
Institutional · eToro
Deep Dive: Can Meta Regain “Likes” in 2026?
The Daily Breakdown dives into Meta, which has underperformed the S&P 500 so far in 2025 as investors question its AI spending. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning…
Since publication −2.9% α −15.3 pp vs S&P 500 · USD
- November 2025 4 entries
Substack · I/O Fund · Beth Kindig
Big Tech’s $405B Bet: Why AI Stocks Are Set Up for a Strong 2026
AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s most valuable company…
Since publication META +5.3% α −10.9 pp vs S&P 500 · USD
YouTube · Dividendology
Is META Stock the Best Opportunity in the Market? | META Stock Analysis! |
YouTube · Simple Finanzas
Investing in Meta by 2025: yes or no? We analyze it step by step
Substack · Fede's Portfolio · Federico Wengi
Zeta Global my new core portfolio position
... the credible alternative to Meta and Google?
Since publication META −0.9% α −13.3 pp vs S&P 500 · USD
- October 2025 3 entries
Blogs · ValueWalk
Meta Stock Plummets 13% on Earnings Miss After Massive One-Time Charge
Meta Platforms stock was plummeting some 13% on Thursday, the day after it released mixed third quarter earnings.
Since publication −6.1% α −18.6 pp vs S&P 500 · USD
Substack · Shilpa Reddy
META: Great Quarter and Aggressive CapEx, Nothing New Here
Q3 2025 shows strong top-line growth, a one-time tax hit, and a step up in CapEx plans for 2026.
Since publication −6.1% α −18.6 pp vs S&P 500 · USD
Substack · I/O Fund · Beth Kindig
Meta Stock Emerges as a Strong Mag 7 AI Leader
The AI frenzy has investors fixated on revenue growth as proof of returns on AI spending that can be as high as $100 billion per year, depending on the company. Yet, Meta is proving that a stronger signal of AI strength…
Since publication −11.9% α −26.2 pp vs S&P 500 · USD
- August 2025 2 entries
Substack · Natan’s Substack
Natan's Notes #8: Q2 Updates on TMDX, META, HOOD
Welcome to Natan's Notes!
Since publication −16.6% α −39.6 pp vs S&P 500 · USD
Substack · Bristlemoon Capital
Meta Platforms (META) 2Q25: SuperMetalligence
Move over Metaverse, there’s a new money pit in town
Since publication −16.6% α −39.6 pp vs S&P 500 · USD
- June 2025 1 entry
YouTube · GenDive Media
Ep36. Meta Platforms Q2 2025 The AI Investment Thesis Ascendant August 1, 2025
- May 2025 1 entry
Blogs · ValueWalk
Meta Stock Soars 7% on Q1 Earnings, But Potential Headwinds Cloud Outlook
Meta Platforms, the social media giant and owner of Facebook and Instagram, posted strong Q1 earnings that beat estimates.
Since publication +9.4% α −27.6 pp vs S&P 500 · USD
- April 2025 2 entries
Substack · Aldea Value · Ander / Aldea Value
Meta presenta los resultados del Q1 de 2025
El 2024 de Meta ha sido muy bueno, tanto en la revalorización de la acción como en el desarrollo del negocio. La empresa espera seguir con estos grandes resultados durante este año. ¿Lo conseguirá?
Since publication +14.0% α −23.8 pp vs S&P 500 · USD
Substack · Trendline · Jas Raj
🎯 Tesla's core business is struggling
Plus a look a Gold's recent surge, and Meta's FTC disclosures.
Since publication META +20.3% α −22.5 pp vs S&P 500 · USD
There are 34 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.